Director - Client Relationship Management

SS&C Technologies; Boston (MA); Hybrid; USD 175,000 - 200,000; Full time

Job summary

A leading financial services technology company seeks a Director of Client Relationship Management in Boston. The ideal candidate will manage key client relationships, ensuring service levels are met. Requires a bachelor’s degree and at least 10 years of experience in financial services. This position offers a hybrid work model and excellent benefits.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision benefits

Paid Holidays

Discounts on fitness clubs

Qualifications

• Minimum of 10 years experience in financial services.
• Demonstrable communication and relationship skills.
• Ability to generate ideas and suggest process improvements.

Responsibilities

• Owning and managing a portfolio of key client relationships.
• Ensuring SS&C service levels meet or exceed client expectations.
• Building trusted relationships with key contacts.

Skills

Bachelor’s Degree

Communication skills

Relationship management

Self-motivation

Problem-solving

Education

Bachelor’s Degree

Job description

Director - Client Relationship Management

Join to apply for the Director - Client Relationship Management role at SS&C Technologies

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.

Job Description

Director, Client Relationship Manager

Locations: NYC | Boston, MA | Hybrid

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Owning and pro-actively managing a portfolio of key client relationships
• Ensuring all SS&C service levels meet or exceed client expectations
• Building trusted relationships with the Clients' key contacts (CFO, COO, etc.)
• Capturing client feedback to drive strategic change initiatives and trend analysis
• Organizing and chairing formal service level review meetings with clients
• Articulating the benefits of SS&C services and business model to clients
• Incorporating client initiatives, needs, and structures into formal account plans
• Fostering strong internal working partnerships within all SS&C service areas
• Identifying cross-selling opportunities within existing client base
• Developing and translating MIS into process / service enhancement recommendations
• Working closely with sales team and contributing to marketing efforts
• Maintaining knowledge of industry trends and their potential impact on SS&C
• Occasional travel is required

What You Will Bring:

• Bachelor’s Degree
• Minimum of 10 years experience in financial services (preferably investment banking, asset management, and a general understanding of hedge, private equity and real asset structures/business)
• Demonstrable communication, relationship, and team skills
• High level of comfort preparing and leading client presentations
• Significant degree of self-motivation and direction
• Tact, professionalism, and savvy in resolving escalated client issues
• Ability to generate ideas, leverage MIS, and suggest process improvements
• Experience working closely with senior-level management
• Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus
• Experience in investment banking, asset management, private funds, capital markets a plus

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

NY: Salary range for the position: 175000 USD to 200000 USD.

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development and Sales
• Industries: Software Development

Referrals increase your chances of interviewing at SS&C Technologies by 2x

Get notified about new Director Relationship Management jobs in Boston, MA.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.